financial adviser prospecting Archives

How A Few Advisers Get Great Social Media ROI

by Tony Vidler Why do some advisers seem to do so well and get such great social media ROI while others find it fruitless? There are financial advisers literally building businesses on the back of social media – it is that powerful for them. Yet there are hordes of advisers who would suggest that social […]

Consumers WANT to talk to you!

by Tony Vidler The opportunity to grow your professional services firm by gaining new clients has probably never been better because consumers want to talk to you. On the back of the sudden realisation in 2020 that markets do not go up forever, and cash reserves really do help, and it is worthwhile transferring […]

Don’t overlook your low-hanging fruit

by Tony Vidler Have you ever thought about where the easiest wins are in getting new business? Or if you prefer; where the low-hanging fruit is? There will be latent opportunities inside most professionals businesses, and usually those opportunities are taken on an ad hoc, or reactive, basis rather than being pre-planned. There […]

The simple prospecting system from the worlds greatest ever salesman

by Tony Vidler According to the Guiness Book Of World Records the greatest salesman in the world was Joe Girard. Joe sold cars…an incredible 13,001 cars sold in his career. One at a time…working “retail” with high priced items. And selling the same things, at the same price, as a heck of a […]

What matters most on your website?

by Tony Vidler What matters on your website the most is the stuff that we think about the least, and that is the very basic of basic stuff. While we think about logo’s, layouts, CTA’s and how to generate enquiries we forget how consumers are using the websites, or rather, what they are using […]

How much client contact is too much contact?

by Tony Vidler Getting the frequency of newsletters or regular client communications right is a real challenge. How much is too much, and runs the risk of you being a nuisance? How much is too little, and runs the risk of you being forgotten? The right answer is “it depends”. It […]

Could you be a Thought Leader Adviser?

by Tony Vidler A big phrase of recent times for anyone in professional services is “Thought Leadership”. Everywhere you turn someone is writing or saying “be a thought leader”…and nearly every audience asks “what is a Thought Leader, and how do you get there?” To put it in its most simple terms, it […]

How to get better positioning with LinkedIn Endorsements

by Tony Vidler A feature of LinkedIn which is particularly helpful to a professionals’ positioning is the “Skills & Endorsements” section of your individual profile. This section is only helpful though if it fairly reflects you expertise and there is a reasonable volume of support attesting that you do have that expertise. Unfortunately this is […]

What IS good content for sharing and engaging prospects?

by Tony Vidler When it comes to creating GOOD content that is engaging prospects and your target audience there are a few things to get right, but most of the things you need to get right are not really about what you write or produce. So what makes really good content is not […]

Using LinkedIn To Get Business: When Is It Time To Go To The Premium Version?

by Tony Vidler LinkedIn is basically a business-to-business networking tool, but the challenge is knowing when you should be using Linkedin to get business. The free version is fine for establishing a profile, but the question then becomes “How do you know when it is time – or worth your while – to upgrade from […]

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